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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,896 | $64,920-26.2% | $103,693-53.8% | $86,983-44.9% |
| Participation rate | 71.4% | 63.6%+7.8pp | 72.6%-1.2pp | 69.5%+1.9pp |
| Annual return | 18.24% | 30.29%-12.0pp | 47.61%-29.4pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,303 | $3,241+187.0% | $4,579+103.2% | $4,194+121.8% |
| Admin fee / account holder | $3,593 | $6,191-42.0% | $7,858-54.3% | $7,856-54.3% |